We are continuing to monitor official advice and the global position on a daily basis, in close liaison with our clients and teams in all locations. Our priority remains the well-being of our people, our relationships and our commitment to the long-term sustainability of our sector.
A meeting of minds: wealth management & private banking
Gilly Green, Catalyst wealth management partner facilitates a round table discussion at this Meeting of Minds event. Invited to co-host by table sponsors AutoRek Gilly’s session explored “the future of regtech, fintech and wealthtech: how should wealth management firms be using this disruptive technology to their advantage?”
The event brings together a number of CEOs and CIOs from global private banks, along with MFOs and wealth managers with a focus on the UK. The CEO stream focuses on the issues around business strategy while the CIO stream considers investment strategies.